Symmetry Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Symmetry Partners’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.38M	Sell	28,241 -14,499	-34%	-$2.48M	0.27%	40
2026 Q1	$5.68M	Buy	42,740 +483	+1%	+$68.1K	0.32%	39
2025 Q4	$6.08M	Buy	42,257 +12,059	+40%	+$1.74M	0.36%	38
2025 Q3	$4.26M	Buy	30,198 +14,216	+89%	+$1.88M	0.46%	38
2025 Q2	$2.02M	Buy	15,982 +4,136	+35%	+$459K	0.25%	50
2025 Q1	$1.22M	Buy	+11,846	New	+$1.34M	0.17%	55
2024 Q4	–	Sell	-30,116	Closed	-$3.4M	–	137
2024 Q3	$3.4M	Sell	30,116 -258,018	-90%	-$28.3M	0.81%	27
2024 Q2	$32.6M	Buy	288,134 +258,754	+881%	+$27.2M	1.68%	16
2024 Q1	$3.06M	Sell	29,380 -264,490	-90%	-$26.7M	0.24%	57
2023 Q4	$28.3M	Sell	293,870 -4,108	-1%	-$366K	1.53%	17
2023 Q3	$24.4M	Sell	297,978 -7,550	-2%	-$647K	1.32%	20
2023 Q2	$26.6M	Buy	+305,528	New	+$24.1M	1.41%	20
2021 Q2	–	Sell	-77,694	Closed	-$5.16M	–	672
2021 Q1	$5.16M	Sell	77,694 -48,208	-38%	-$3.18M	0.37%	42
2020 Q4	$8.19M	Buy	125,902 +18,462	+17%	+$1.12M	0.64%	32
2020 Q3	$6.27M	Buy	107,440 +5,620	+6%	+$318K	0.53%	34
2020 Q2	$5.32M	Buy	101,820 +19,496	+24%	+$917K	0.66%	30
2020 Q1	$3.31M	Buy	82,324 +5,726	+7%	+$261K	0.73%	27
2019 Q4	$3.08M	Hold	76,598	–	–	0.64%	28
2019 Q3	$3.08M	Buy	76,598 +41,570	+119%	+$1.66M	0.64%	28
2019 Q2	$1.37M	Buy	+35,028	New	+$1.34M	0.28%	53
2019 Q1	–	Sell	-37,510	Closed	-$1.16M	–	438
2018 Q4	$1.16M	Buy	37,510 +20,884	+126%	+$706K	0.3%	52
2018 Q3	$626K	Buy	+16,626	New	+$610K	0.25%	34

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Symmetry Partners's XLK Position: Q2 2026 in Review

Symmetry Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 34% in Q2 2026, selling an estimated $2.48M and leaving 28,241 shares worth $5.38M. The position accounts for 0.27% of the portfolio, ranked #40.

Symmetry Partners first reported a position in XLK in Q3 2018 and has held it in 22 quarters since. The position peaked at $32.6M in Q2 2024. 1,309 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Symmetry Partners held 28,241 shares of State Street Technology Select Sector SPDR ETF worth $5.38M as of Q2 2026.
Symmetry Partners sold 14,499 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $2.48M.
State Street Technology Select Sector SPDR ETF made up 0.27% of Symmetry Partners's portfolio in Q2 2026, its #40 holding.
Symmetry Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2018 and has held it in 22 quarters since.
Symmetry Partners's State Street Technology Select Sector SPDR ETF position peaked at $32.6M in Q2 2024.
1,309 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.